Ep 66: Overrated Concepts in the Financial World
Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be.
Ep 59: A Message To Good Savers
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make.
Gifting Earlier May Make Sense
Gifting Earlier Might Make Sense [...]
Ep 35: Most Common Retirement Mistakes
Today we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them.
2021 Estate Tax Exemption
2021 Estate Tax Exemption [...]
Save For Retirement With An HSA
Save for Retirement With an HSA [...]
Ep 22: Clients’ Toughest, Most Unanswerable Questions
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.
Ep 21: Financially Prepare For 2021
On today’s episode of How Money Works, we’re sharing advice about how to prepare financially for the year ahead.
Ep 13: Retirement Fact or Fiction
On today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation.
